How to Verify Business Card Data When Capturing Business Cards

Last Modified on 06/03/2016 10:49 am MDT

iCapture users have the ability to verify business card data before downloading your spreadsheet, triggering automated emails or pushing to a CRM. In order to use the Business Card Verification requires that you first enable the feature in your questionnaire and second verify and submit your captures. If the verification is turned on, you must review and submit every card that is captured.

Note:Verifying business card transcriptions is highly recommended for non-English language business cards.

Step 1: Enable Business Card Verification in your questionnaire

Add the Business Card question to your questionnaire

Click “Edit” next to the Business Card question in Step 1 of your questionnaire timeline

Set the “Verify Each Biz Card Transcription” option to YES

Click on Submit and Return to Questionnaire

Step 2: Verify the transcribed data of your business card captures

Click on Step 1 of your questionnaire timeline

Click the Click Here for Biz Card Verification

Clicking each line will display the image of the card and the data transcribed.

Add/edit the data then click Submit OR

If the data is correct click Submit

Each card transcriptions must be verified before the data is submitted for post capture actions

Business cards will show in the list for verification as they are transcribed. Transcription can take up to 1 hour, but generally the data is returned sooner than that.